Copyright © 2015 HDI. All rights reserved. 1
Knowledge Management Best Practices within Service Management:
A KCSSM Overview
KCS is a service mark of the Consortium for Service Innovation
Rick Joslin
HDI
Executive Director, Certification & Training
Copyright © 2015 HDI. All rights reserved. 3
Knowledge Management Best Practices
The old way:
Dedicated knowledge management team
Content created in preparation of demand
Knowledge is verified, validated, and published
Knowledge is an optional resource
Knowledge is someone else’s responsibility
Known as Knowledge Engineering
Follows a manufacturing process
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The Support Demand Curve
Time
Demand
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Knowledge Engineering
Time
Demand
X – First Incident
Knowledge
Engineering Queue
X –Incident Y
Knowledge is Published
X –Incident ZRedundancy
$ Investment
$ Rework
$ Return
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Dynamic Knowledge Management
Time
Demand Knowledge is Trusted
1 – First Incident
1.
Knowledge
immediately
available for
reuse.
3
3.
Compliance
review based
on demand
2
2.
Validation
based on
demand$ Investment
$ Return Rework and
redundancy
eliminated
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Knowledge Management Best Practices
The new way: Create content as a by-product of solving problems Evolve content based on demand and usage Develop a KB of our collective experience to-date Reward learning, collaboration, sharing and improving
Known as Knowledge-Centered Support (KCS) Developed by the Consortium for Service Innovation Research began in 1992 Promoted by HDI in 2003 Complements and enhances ITIL
Simple premise: To capture, structure, and re-use support knowledge
KCS is a service mark of the Consortium for Service Innovation
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The Concepts of KCS
KCS is a methodology
and a set of practices and processes
that focuses on knowledge as a key asset
of the support organization.
KCS is not something we do
in addition to solving problems…
KCS becomes the way we solve problems
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Top Ten Reasons Support Centers Need KCS
10. Respond and resolve issues faster.
9. Provide answers to complex issues.
8. Provide consistent answers to customer’s questions.
7. Address support analyst burnout.
6. Address the lack of time for training.
5. Answering recurring questions.
4. Identify opportunities to learn from customer’s experiences.
3. Improve First Contact Resolution.
2. Enable self-service.
1. Lower support costs.
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Tangible Benefits
• Operational efficiency Improved time to resolve 30% - 60% Increased support capacity 22% - >100% Improved time to proficiency months to weeks Efficient creation of content to enable self-service Identification/elimination of root causes
• Increased job satisfaction Less redundant work More confidence Reduced training time
• Increased customer satisfaction
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Who Has Invested in KCS?
Lucent
Nortel Networks
Motorola
3Com
Unisys
VeriSign
Intel
NetApp
BMC Software
EMC
Microsoft
Novell
QAD
HP
Oracle
Legato
Lexmark
SGI
CompuCom
Attachmate
AllState Insurance
Tampa Elec CO
ARAMARK
Texas Instruments
Abbott Labs
JP Morgan Chase
Sanofi-Aventis
Pepsi Co.
Brigham Young
University
Partial list
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Knowledge Centered Support Practices
Knowledge
Articles
Capture
Structure
Reuse
Improve
SolveLeadership &
Communication
Performance
Assessment
Process
Integration
Content
HealthEvolve
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The Knowledge Article Concept
Customers
CompanyAnalysts
Integrating the
experience of
the three
stakeholders
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Capture
• In the problem solving process
• In the moment
• In the customer’s context
• Information about the environment
• Relevant content
• When tacit becomes explicit
• Search the KB before you add
The Solve Loop
Capture
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An Operational View
Admin
Information
Incident
History
Incident (a snapshot in time)
Article (reusable)
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Structure
• Requires a template or form
• Provides context for content
• Improves readability
• Promotes consistency
• Complete thoughts, not complete sentences
• Keep it simple
• The issue and environment define a framed article
The Solve Loop
Structure
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Incident• Customer called about a problem
win WIN7 and an iPhone. The iPhone will not sync. Reviewed sync settings and could not find anything wrong. Customer has meeting and would like a call back tomorrow am.
• Talked to Bob about iPhoneproblem, he is running Win7 on a Leveno T41 and he needs to disable the USB power management option. Bob asked to leave the call open until he reboots and test it.
ArticleIssue:• Cannot sync phone
Environment:• iPhone• Windows7
Cause:
Resolution: 1. Disable USB power management.
How to disable USB power management
2. Reboot the PC.
KCS Structure – Technical Service
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• Issue
– Question
– Error Message
– Symptoms
– Keywords
• Environment
– Application
– Hardware
• Cause
• Resolution
– Resolution Detail
– Links to Related Info
• ID Number
• Title
• Abstract / Summary
• Meta Data
– Audience
– Categorization
– Create Date/Time
– Modified Date/Time
– Author / Modified By
– Source
– History Information
Structured Knowledge
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Reuse
• Search early, search often
• Seek to understand what we collectively know
• Search words are candidate knowledge
• Link relevant articles to incidents
The Solve Loop
Reuse
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Improve
• Just-in-Time Quality
• Reuse is review
• Demand driven article review
• Modify articles based on usage
• Use It, Flag It or Fix It, Add It
• Licensed to Modify
• Ownership is shared
• Migrate articles to new audiences based on demand
The Solve Loop
Improve
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What are all of the names of
three-lettered creatures you can
think of?
Record your answers.
Creatures Exercise
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• ANT
• APE
• AUK (Bird)
• BAT
• BOA
• BOY
• BUG
• CAT
• COD (Fish)
• COW
• DOG
• DOE
• EEL
• ELK
• EWE
• FLY
• FOX
• GAL
• HEN
• HOG
• SNAKE
Creatures
• JAY (Bird)
• KID• KOI (Fish)
• MAN• OWL• PIG• RAT• RAY (Fish)
• ROO• YAK• ZHO (cross between a Yak
& Cow)
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Content Health
• KCS Article Structure
• KCS Article Lifecycle
• Content Standard … tailored to the organization
• Visibility Matrix
• Knowledge Monitoring
The Evolve Loop
ContentHealth
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Minimum States:
• Work In Progress (WIP)
• Draft
• Approved
• Published
Optional States:
• Technical Review
• Compliance
• Rework
• Obsolete
The Knowledge Article Life Cycle
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Process Integration
• Structured Problem Solving (SPS)
seeks to understand before seeking to solve
• Seamless Technology Integration
• Search Technology for KCS
• Closed Loop Feedback
The Evolve Loop
Process &Integration
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Simple Incident Process
Create Incident
Search KB Article Found?
Article Correct?
USE IT
Close Incident
Research or
Escalate
FLAG IT / FIX IT ADD IT
Yes
Yes
No
No
Solve It
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Performance Assessment
• KCS competency model
• Integration subjective and objective metrics
• Measure lagging (results) and leading (activities)
• Team and value-creation measurements
• Feedback systemsA Balanced Scorecard
The Evolve Loop
PerformanceAssessment
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KCS Competencies
Competency defines system rights and privileges.
Some in the organization will stay,
while others evolve.
Knowledge
Domain
Experts
KCS
CoachesKCS III
(Publisher)
KCS II
(Contributor)KCS I
(Candidate)
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Leadership & Communication
• Alignment to a compelling purpose
• Create a strategic framework
• Promote teamwork
• Tap into internal motivators
• Rewards and recognition program
• Communications is the key
• Support and encourage good performance and deal with inadequate performance
• Engage the people doing the work to figure out how best to get it done
The Evolve Loop
Leadership &Communication
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The KCS Practices
Knowledge
Articles
Capture
Structure
Reuse
Improve
SolveLeadership &
Communication
Performance
Assessment
Process
Integration
Content
HealthEvolve
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KCS
• Developed by the Consortium for Service Innovation, a non-profit member based organization in the United States in 1992
• Designed to improve support operations of member companies
• Contributed to by senior support practitioners from global corporations
ITIL
• Developed by the United Kingdom’s Office of Government Commerce (OCG) in the 1980’s
• Intended to improve management of IT services in the UK Central Government
• Contributed to by expert IT practitioners around the world
KCS and ITIL
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KCS Integrates with ITIL Process
• Incident Management
– As well as Request, Access, and Event
• Problem Management
• Change Management
• Release & Deployment Management
• Service Level Management
– Impact on SLAs and OLAs
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Where to learn more…
• Websites
– www.thinkHDI.com/KM
– www.serviceinnovation.org
– www.thekcsacademy.com
• Knowledge Centered Support group on LinkedIn
• Certification Courses
– KCS Principles For process owners and adoption team
– KCS Foundation For everyone
Copyright © 2015 HDI. All rights reserved. 35
Knowledge Management Best Practices within IT Service Management:
A KCSSM Overview
Rick JoslinExecutive Director, Certification & Training